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MRS: Roofing CRM Software Development for Contractors
MRS partnered with Space-O Technologies as its CRM software development partner to build an all-in-one roofing CRM that streamlined spreadsheet-based and manual bid tracking processes. Roofing contractors previously managed proposals, subcontractors, and project stages across disconnected spreadsheets, causing errors and slowing decision-making. Built with PHP and Yii on AWS infrastructure and integrated with the Google Places API, MRS now enables contractors to manage bidding, proposals, scheduling, and reporting from one system, increasing productivity by 41%.
41%
Productivity Increase
99.98%
Data Security and Privacy
100+
Roofing Contractors Supported
About MRS
MRS is a custom roofing CRM built to automate the internal operations of a roofing company, covering job bidding, sales, project management, purchase orders, labor reports, subcontractor management, lead management, and contracts. The platform makes the entire process of repairing and replacing roofs paperless, from first estimate to final invoice.
Roofing work involves multiple roles, including roofers, contractors, and mechanics, often working across several active job sites at once. Before MRS, the client tracked proposals and subcontractor assignments manually across Excel sheets, which led to miscommunication, errors, and delays.
Since launch, MRS has helped the client speed up the entire business workflow, increase employee productivity by 41%, and manage more than 100 roofing contractors through a single, centralized platform.
How We Built MRS’s Roofing CRM Software
The client partnered with Space-O Technologies to replace a fully manual, Excel-based workflow with a centralized digital platform capable of handling bidding, proposals, scheduling, and reporting for a growing roofing business.
Digital Property and Project Intake
Requirement:
Sales representatives and contractors were tracking lead and property data manually in Excel sheets, which caused errors and confusion.
Solution:
We built a digital intake system where users add property details, including address, ownership type, and roof area, with map-based location search. Each property links to a project record with the project name, estimator, due date, and contract type, replacing scattered spreadsheets with one digital job record.
Bid Management for Multi-Contractor Coordination
Requirement:
With multiple subcontractors involved in a single project, it was difficult to track which subcontractors were assigned to which job.
Solution:
We built a bid management system where contractors create cost estimates by selecting labor, materials, equipment, and subcontractors for each project. Every bid is tied directly to its project record, giving the business a clear, searchable view of subcontractor assignments instead of relying on memory or disconnected notes.
Proposal Generation and Client Sharing
Requirement:
Creating and sharing proposals manually was slow and inconsistent across different sales representatives and contractors.
Solution:
We built a proposal generation tool that pulls in scope of work, roof images, pricing from the linked bid, and terms and conditions into one document. Contractors save the proposal as a PDF, email it directly, or share it onsite, cutting a manual, multi-step process down to a few clicks.
Project Scheduling System
Requirement:
Scheduling project deadlines and sub-tasks manually made it difficult to track progress once a proposal was accepted.
Solution:
We built a digital scheduling system that lets contractors set and manage project deadlines directly within the platform once a proposal is accepted. This removed the manual scheduling process entirely and gave the business a live view of every project’s timeline.
Aerial Measurement via Google Places API
Requirement:
Measuring roofs and building locations manually was time-consuming and prone to inaccuracy.
Solution:
We integrated the Google Places API to let contractors take aerial and elevation measurements of a building directly within the platform. Contractors upload aerial imagery and pull measurements digitally, removing the need for manual, on-site measurement work.
Centralized Reporting and Business Intelligence
Requirement:
The client had no centralized way to measure sales performance, project completion time, or overall business health.
Solution:
We built an advanced reporting module covering sales, estimates, purchase orders, labor, budgets, and commissions in one place. This gives the business a single, reliable source for decision-making instead of piecing together data from separate spreadsheets.
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Our developers design and build custom CRM and field-service platforms tailored to your exact workflow.
Core Features of MRS Roofing CRM Software Solution
MRS brings every stage of a roofing project into one platform, from the first property visit to the final invoice. Sales representatives and contractors sign in to a single system built specifically around how roofing work actually moves, not a generic CRM retrofitted for the trade.
Add Property
Add new prospect property details, including address, ownership type, and roof area, with map-based search to locate the client.
Add Project Details
Create a linked project record with name, estimator, due date, contract type, and work type once a property is added.
Bid Management
Build cost estimates by selecting labor, materials, equipment, and subcontractors, with every bid tied directly to its project.
Create a Proposal
Generate a client-ready proposal with scope of work, roof images, pricing, and terms, then export as PDF or email.
Scheduling the Project
Set and manage project deadlines digitally once a proposal is accepted, eliminating manual scheduling and sub-task tracking.
Add Photos
Upload job site photos to highlight specific damage, with access for any team member to view or add new images.
Lead Management
Organize and track prospect and customer details in one place, with the ability to edit records on the go.
Roofing Material Orders
Create purchase orders for vendors based on an accepted proposal, then download, email, or print the completed order.
Aerial Measurements
Take aerial and elevation measurements of a building location using Google Maps, without manual, on-site measurement work.
Advanced Reporting
Track sales, estimates, purchase orders, labor, budgets, and commissions to understand how the business is performing overall.
Roofing and Field Service Business Models Supported
MRS was built around the specific workflow of a roofing business, but the underlying architecture, bidding, subcontractor coordination, scheduling, and field reporting apply just as well across other trade and field service operations. Here’s where this kind of platform fits:
Roofing Contractors
Siding and Exterior Contractors
General Field Service Companies
Home Improvement Contractors
Construction Subcontractor Networks
Property Restoration Companies
Insurance Claim-Based Contractors
Multi-Crew Contracting Businesses
Solar Installation Contractors
HVAC and Trade Service Businesses
Technology Stack We Used
Building a roofing CRM that could handle bidding, scheduling, and reporting without becoming another spreadsheet replacement meant choosing a stack suited for structured business workflows.
Frontend Development
Yii Framework Views
Bootstrap
jQuery
Backend Development
PHPYii
Database
MySQL
Cloud and Infrastructure
AWS
Third-Party Integrations
Google Places API
Results Delivered Through Custom CRM Development
Replacing manual Excel tracking with a centralized digital platform changed how this roofing business runs day-to-day, from bidding through final reporting. Here’s what MRS delivered after launch.
41%
Productivity Increase
99.98%
Data Security and Privacy
100+
Roofing Contractors Supported
Centralized Bid, Proposal, and Reporting System
Our Role in the Project
Space-O Technologies served as the end-to-end development partner for MRS, taking the platform from a fully manual, spreadsheet-based process to a centralized digital CRM.
Custom CRM Software Development
Yii Development (Backend)
Bid and Proposal Management Development
Google Maps and Aerial Measurement Integration
Reporting and Analytics Development
Post-Launch Support
Want to Develop a Custom Roofing Web Solution?
Talk to our developers about the bidding, scheduling, and reporting tools your roofing business needs.
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